Tower View Wealth Management’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.26M | Buy |
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|
2025
Q2 | $6.71M | Buy |
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|
2025
Q1 | $7.47M | Sell |
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|
2024
Q4 | $6.61M | Buy |
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|
2024
Q3 | $6.88M | Buy |
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|
2024
Q2 | $6.47M | Buy |
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|
2024
Q1 | $6.27M | Sell |
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|
2023
Q4 | $5.79M | Sell |
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|
2023
Q3 | $5.82M | Sell |
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|
2023
Q2 | $5.81M | Sell |
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|
2023
Q1 | $5.48M | Sell |
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|
2022
Q4 | $5.54M | Sell |
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|
2022
Q3 | $5.07M | Buy |
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|
2022
Q2 | $5.25M | Sell |
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|
2022
Q1 | $5.94M | Buy |
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|
2021
Q4 | $5.98M | Sell |
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|
2021
Q3 | $5.22M | Buy |
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|
2021
Q2 | $4.79M | Sell |
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|
2021
Q1 | $4.17M | Buy |
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|
2020
Q4 | $3.92M | Buy |
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|
2020
Q3 | $3.71M | Buy |
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|
2020
Q2 | $3.45M | Buy |
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|
2020
Q1 | $2.68M | Buy |
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|
2019
Q4 | $3.44M | Sell |
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|
2019
Q3 | $3.17M | Buy |
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|
2019
Q2 | $3.09M | Sell |
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|
2019
Q1 | $2.93M | Buy |
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|
2018
Q4 | $2.39M | Buy |
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|
2018
Q3 | $2.46M | Buy |
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|
2018
Q2 | $2.42M | Buy |
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|
2018
Q1 | $2.42M | Sell |
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|
2017
Q4 | $2.44M | Buy |
|